DTC Insurance Agent; Direct-to-Consumer

Job Summary

We are seeking a motivated and results-driven DTC Insurance Agent to promote and sell insurance products directly to customers. The ideal candidate will have a strong background in insurance sales, excellent communication skills, and the ability to build lasting customer relationships while achieving sales target

• Promote and sell insurance product (life insurance) directly to customers.
• Generate leads through calls, referrals, digital platforms, and walk-ins.
• Meet and exceed monthly and annual sales targets.
• Conduct needs analysis and recommend suitable insurance solutions.

• Build and maintain strong relationships with new and existing customers.
• Provide professional advice on policy selection, coverage, and benefits.
• Ensure high levels of customer satisfaction and retention.

• Assist clients with policy documentation, applications, and renewals.
• Ensure accurate data entry and compliance with company policies.
• Follow up on pending cases and ensure timely policy issuance.

• Adhere to regulatory and compliance standards in all sales activities.
• Maintain proper records of customer interactions and transactions.
• Prepare regular sales and performance reports.

• Minimum 2 years of experience in insurance sales (mandatory).
• Proven track record of achieving sales targets.
• Strong knowledge of insurance products and market trends.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work in a target-driven environment.
• Proficiency in MS Office and CRM tools.
• Bachelor’s degree in Business, Finance, or related field (preferred).